| Revenue growth | 37% YoY growth to ₹2,308 Cr, driven by volume and premiumization. |
|---|---|
| Margins | India EBITDA margins expanded 490 bps to 14.9% (pre-IndAS). |
| Demand visibility | Strong; India addressable market projected to reach ₹4 lakh Cr by FY45. |
| Management confidence | Extremely high, emphasizing AI-driven scalability and international profitability. |
Growth
Revenue grew 37% YoY to ₹2,308 Cr, driven by 32% volume growth in India and premiumization.
Outlook
Management projects continued scaling of international markets and a soft launch of smart glasses in Q4.
Risks
Currency volatility in India and aggressive international expansion costs remain primary execution risks.
Last quarter's promises, checked
Delivered
- Profitable international scaling → delivered 10.6% EBITDA (= BEAT)
- SSS growth ~18% → delivered 18.3% India SSSG (= BEAT)
- International revenue growth ~30% → delivered 38% growth (= BEAT)
Partly delivered
- Scaling to 450+ new stores → delivered 455 stores in 9 months (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: LENSKART. Summary written with AI assistance from the document.
Lenskart Solutions Ltd: key numbers
- Share price
- ₹684.85
- Market cap
- ₹1,19,076 Cr
- Revenue (annual)
- ₹8,814 Cr
- Net profit (annual)
- ₹493.6 Cr
- P/E (TTM)
- 181.7×Sector 52.0×
- Promoter holding
- 17.53%-0.02% QoQ
- FII holding
- 12.76%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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